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Useful things to know

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Useful things to know

04, Jul, 2022

Table of Contents

Changing your password to login to the system

Before you login to the system you can change your password

Your Menu

The menu items that you have and the things you can do are created by the roles that you have been assigned. Have a look at Adding and Managing Users in the System

You can change the menu order by changing the sequence on the roles. This will change which menus appear first (from LHS).

Buttons on the Navigator

You can add buttons to navigate directly to a screen if you like, they will appear just below the menu bar with a picture - have a look at User Preferences#Appearance Tab to explain how to add these

A button will appear on the navigator that goes directly to the screen

 

Pin screens as buttons when you are logged in - it is the logout process that updates the server with your buttons as it ends your session.

The request to end a session includes the current Button screens

  1. Clicking the X on the top of the navigation screen does trigger the logout process asking the server to log you out

  2. Logging out also passes the information

Note - if the system timeout  ends your session - this is not a request to the server - in fact it is the server stopping the session so the button changes during the session are not remembered

Hints

Hints appear when you hover over items in the system

  1. Fields

  2. Labels

  3. Grid Cells

Right clicks on Grids

Right clicks are available on Grids - sometimes a column has a series of right clicks, sometimes a row, sometimes an individual cell.

A right click will show the actions available

Right click on a Field

Can copy the information to the clipboard if you want to use it somewhere

The number of records returned by the system

When you search the system gives you a list.  You can change how many records the system returns by updating your preferences

Searching in the system

Searching in the system is done from any field with the magnifying glass - click on the magnifying glass. 

 

Note that you can also use keys to search and this is indicated to you when clicking the magnifying glass.

  • Text + Tab for exact search

  • Text + Shift F3 is "includes" will provide the equivalent to the wildcard search across multiple fields

  • Text + F3 is 'starts with'  searching across Search code + description

Find (CNTR+F3) provides a window to enter details

Stacks of Records 

Navigate through a stack of records

Create a stack of records using "remember this result" flag as above - or multi-selecting from a list by CNTRL select - or SHFT select records.

Have a look at Search for details

Working with Grids (Refreshing, Filtering, Exporting to Excel)

A grid is a table of information in the system with rows and columns

Some grids have colours to differentiate records - there will normally be a key below the grid

There are two types of grids

  • a Normal Grid 

  • an Editable Grid - can edit directly in the grid

Many grids have right click options - often over individual fields

  1. sometimes a whole row has a right click option (eg open sales order in a grid of sales orders)

  2. sometimes a cell in the grid has a right click option just for that cell (eg update roster availabilty on a date on a grid of dates vs persons)

Hover over dropdown to show number of records

Filtering or exporting to excel from Grids

For options over the whole grid

Filter - a filter box appears over bottom RHS of grid - enter text to filter by

Note the search is only searching the data in the grid (not all data relating to the records).

When the dropdown arrow is not there - right click on the header (eg "Code" or "Name" above

Exporting to Excel

If you Export to Excel all the data in the grid will be placed into columns in excel (See image above)

if there is no dropdown then click on any column header in the grid to export

A nightly backup to reporting tables is available to connect reporting tools directly - including Excel

 If you build a complicated workbook based on an export of a grid - then later you can re-do the export and paste the new values into the complicated workbook so the calculations are updated

Excel Analysis can provide lots of information using data filters or Pivot Tables (click on the table top LHS then "Insert > Pivot Table")

  1. There is lots of help on the web for working with Excel - example http://www.howtogeek.com/howto/13336/working-with-pivottables-in-excel/

Recent Records

In each Screen - you can easily go back to the last 10 records viewed (for this login session

Refresh the record you are viewing

Sometimes you will want to refresh the current record